Latest Institutional Sells of Invesco Value Municipal Income Trust (IIM)
This list provides information on the latest institutional transactions involving Invesco Value Municipal Income Trust (IIM) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.89K- 40.12% |
$82.9K - $97.3K
|
10.3K
$122K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.9KClosed |
$34.9K - $40.9K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-71.7KClosed |
$957K - $1.22M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-14.1KClosed |
$189K - $240K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.32KClosed |
$111K - $141K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-6.9K- 25.98% |
$92.1K - $117K
|
19.7K
$232K
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3.62KClosed |
$48.3K - $61.4K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.2K- 20.0% |
$42.7K - $54.2K
|
12.8K
$151K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.9KClosed |
$25.4K - $32.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.36K- 31.89% |
$18.1K - $23K
|
2.9K
$34.2K
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-877Closed |
$11.7K - $14.9K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-467Closed |
$6.23K - $7.92K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-123Closed |
$1.64K - $2.08K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-18.1KClosed |
$286K - $308K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-16.5KClosed |
$261K - $281K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-15.8KClosed |
$249K - $269K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-11.4KClosed |
$180K - $194K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-10.6KClosed |
$167K - $180K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-10.1KClosed |
$160K - $173K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.14KClosed |
$81.2K - $87.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4K- 88.89% |
$63.2K - $68.2K
|
500
$5.91K
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.56K- 34.13% |
$24.7K - $26.7K
|
3.02K
$35.6K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-116Closed |
$1.83K - $1.98K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$15.8 - $17
|
0
$0
|
|
Q3 2021 | |||||||
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21.1KClosed |
$344K - $362K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-6.11KClosed |
$99.7K - $105K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.49KClosed |
$40.6K - $42.7K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-120Closed |
$1.96K - $2.06K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-36Closed |
$587 - $618
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-201KClosed |
$3.17M - $3.31M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-18.1KClosed |
$286K - $298K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.47KClosed |
$86.4K - $90.2K
|
0
$0
|
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-4.68K- 93.62% |
$73.9K - $77.2K
|
319
$3.77K
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.94KClosed |
$46.3K - $48.4K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Archer Investment Corp
|
SELL
|
- |
-2.37KClosed |
$37.5K - $39.1K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-156Closed |
$2.46K - $2.57K
|
0
$0
|
|
Q1 2021 | |||||||
May 12, 2021
Q1 2021
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-75.4KClosed |
$1.15M - $1.21M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Dakota Wealth Management
|
SELL
|
- |
-32.7KClosed |
$500K - $527K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-16.3KClosed |
$249K - $262K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.1KClosed |
$185K - $195K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.8KClosed |
$180K - $190K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-9.03KClosed |
$138K - $145K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.11KClosed |
$47.6K - $50.1K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-192Closed |
$2.94K - $3.09K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 11, 2021
Q4 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-15.7KClosed |
$230K - $246K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-10.5KClosed |
$153K - $164K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.78KClosed |
$129K - $138K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-554Closed |
$8.11K - $8.7K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-400Closed |
$5.86K - $6.28K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-274Closed |
$4.01K - $4.3K
|
0
$0
|